### @KTOS — Open — unresolved
Valkyrie is pre-low-rate-production. First low-rate contract in negotiation. Plan: 40 a year by early 2028. Units built as company-owned assets ahead of award. Revenue recognition depends on customer config. Think verbal. The $1B+ hypersonic expansion? Verbal award. Not signed. Confidence tied to 2025 reconciliation - $30B of $156B obligated by April. Rest flowing. FY27 $1.5T spend rests on requested figure, future appropriations. Demand real. Timing open. Okay? All right?
- tier: Open (?)
- source: KTOS / Verbal, pre-contract, and the obligation backlog
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-ktos-src-ktos-verbal-and-pre-production-timing-ingest
- posted: 2026-07-14T00:43:25.654Z